TDOC
Teladoc Health, Inc.7.41
+0.07+0.95%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q3 '25
2026 optimism via value-sharing contracts
Q&A surfaced optimism for 2026 selling season, with Chuck noting product innovations like clinical interventions are fueling strategic client talks and a shift to performance-based contracts sharing created value—beyond prepared remarks' general execution focus. Catapult integration detailed three wins: standalone growth, member cross-engagement, and bundled health plan solutions for unengaged populations. BetterHelp insurance added payers and matched therapist demand across launches, validating the pivot amid cash-pay competition, though metrics stayed non-specific. Pricing trended stable despite visit mix shift. Management dodged granular BH continuity data. Watch 2026 traction and insurance ramp.
Key Stats
Market Cap
1.32BP/E (TTM)
-Basic EPS (TTM)
-1.26Dividend Yield
0%Recent Filings
8-K
Boosts inducement plan shares
10-Q
Q3 FY2025 results
Teladoc Health posted Q3 revenue of $626M, down 2% y/y yet steady q/q, with Integrated Care up 2% to $390M on acquisitions while BetterHelp fell 8% to $237M from fewer paying users. Operating loss widened to $52M from $44M, hit by $13M goodwill impairment, but costs dropped across marketing and G&A; net loss hit $50M or $(0.28) per share on 177M diluted shares. Cash fell to $726M after repaying $551M notes, though ops cash held at $207M YTD and free cash flow ~$113M (derived). Closed Telecare in Aug 2025 for $17M net cash, recognizing $13M goodwill instantly impaired. $300M revolver offers $298M availability. BetterHelp faces securities suits over ad spend.
8-K
Q3 revenue dips 2%
Teladoc Health reported Q3 2025 revenue of $626.4M, down 2% year-over-year, with net loss widening to $49.5M from $33.3M amid a $12.6M goodwill impairment on Telecare Australia. Integrated Care grew 2% to $389.5M and held 17.0% adjusted EBITDA margin, while BetterHelp dropped 8% to $236.9M. Integrated Care pushes ahead. Full-year revenue outlook: $2.51-2.54B.
8-K
CFO exits; Q3 prelims out
Teladoc Health announced CFO Mala Murthy's resignation effective November 21, 2025, for a non-healthcare opportunity—no disagreements noted. Q3 revenue hit $626.4 million, adjusted EBITDA $69.9 million, down from prior year yet reaffirming full-year outlook. Interim finance team reports to CEO Divita. Search underway.
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